Orion Advisor Solutions

Orion Advisor Solutions Aggregator/Accounts API

The Aggregator/Accounts API from Orion Advisor Solutions — 1 operation(s) for aggregator/accounts.

Documentation GitHub OpenAPI

Operations 1

GET /v1/Aggregator/Accounts Gets All Akoya Accounts with balances #

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OpenAPI Specification

openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Aggregator/Accounts API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Aggregator/Accounts
paths:
  /v1/Aggregator/Accounts:
    get:
      tags:
      - Aggregator/Accounts
      summary: Gets All Akoya Accounts with balances
      description: 'Sample Request

        GET /Aggregator/Accounts

        {

        "credentialId": 1234,

        "aggregatorId":1060

        }'
      operationId: ConfirmAggregator_GetAllAccountsWithBalances
      parameters:
      - name: credentialId
        in: query
        description: 'The credential ID (aka: appLinkDtlId)'
        required: true
        schema:
          type: string
      - name: aggregatorId
        in: query
        description: 'The Aggregator ID (aka: appLinkId'
        required: true
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Confirm.PlanningName'
                xml:
                  name: PlanningName
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Confirm.PlanningName'
                xml:
                  name: PlanningName
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Confirm.PlanningName'
                xml:
                  name: PlanningName
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Confirm.PlanningName'
                xml:
                  name: PlanningName
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Confirm.PlanningName'
                xml:
                  name: PlanningName
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Confirm.PlanningName'
                xml:
                  name: PlanningName
                  wrapped: true
                type: array
      security:
      - Authorization: []
components:
  schemas:
    OAS.DataModel.Confirm.PlanningName:
      required:
      - id
      properties:
        id:
          type: integer
          format: int32
        acctCode:
          type: string
          maxLength: 500
          minLength: 0
        accountType:
          type: string
          maxLength: 50
          minLength: 0
        accountNumberDisplay:
          type: string
          maxLength: 50
          minLength: 0
        description:
          type: string
          maxLength: 500
          minLength: 0
        nickname:
          type: string
          maxLength: 500
          minLength: 0
        productName:
          type: string
          maxLength: 500
          minLength: 0
        status:
          type: string
          maxLength: 50
          minLength: 0
        lineOfBusiness:
          type: string
          maxLength: 500
          minLength: 0
        balanceType:
          type: string
          maxLength: 50
          minLength: 0
        interestRate:
          type: number
          format: double
        interestRateType:
          type: string
          maxLength: 50
          minLength: 0
        interstRateAsOf:
          type: string
          format: date-time
        lastActivityDate:
          type: string
          format: date-time
        currentBalance:
          type: number
          format: double
        availableBalance:
          type: number
          format: double
        balanceAsOf:
          type: string
          format: date-time
        fiAttributes:
          type: string
        currencyCode:
          type: string
          maxLength: 50
          minLength: 0
        ocAccountNum:
          type: string
          maxLength: 64
          minLength: 0
        credentialId:
          type: string
          maxLength: 100
          minLength: 0
      xml:
        name: PlanningName
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header